Five Financial Wealth Management - Poole

Address: First Floor, Five Financial Wealth Management, 168 Blandford Rd, Poole BH15 4BH, United Kingdom.
Phone: 1202282056.
Website: fivefinancial.co.uk.
Specialties: Financial consultant, Mortgage broker.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilets, On-site parking.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 5/5.

Location of Five Financial Wealth Management

Five Financial Wealth Management is a highly useful financial advisory firm located on the first floor of 168 Blandford Rd, Poole BH1

Reviews of Five Financial Wealth Management

Five Financial Wealth Management - Poole
Alasdair McNab
5/5

When looking for a financial advisor I spoke to many people however Nick Jowett came across as the most trust worthy and plain talking which are the qualities I was looking for. He understood our needs and was responsive to our particular case, giving us many options in a very short amount of time. Looking for an appropriate Mortgage on an old property, during a global pandemic, meant that there were some unforeseen set backs however Nick kept going and sealed the deal for us against the odds. I would highly recommend his services.

Five Financial Wealth Management - Poole
Anne
5/5

I can't recommend Nick Jowett highly enough. He is efficient, listens to your specific needs and was always available to speak with on the phone. He gives clear and precise explanations of mortgage options and on other financial issues. My needs were quite complex and niche but Nick was able to find a perfect solution for me. Plus, he is a really nice person to deal with!

Five Financial Wealth Management - Poole
Matthew Wellstead
5/5

As first-time buyers, Five Financial did an excellent job of finding suitable mortgage products and explaining and advising on the various options. The things that stood out to make this a five star review were: the advisor going out of his way to make himself available and keeping us in the loop. He really worked aroundour availability whether that was evevnings or weekends. This helped our purchase go through as we were under a tight time constraint. Five Financial also found the most suitable product based on our priorities and cicumstances. (This was confirmed when we checked whether other financial advisors could find a better product or not.) I won't hesitate to seek Five Financial's advice again in the future.

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